MCCP FastTrack

MCCP FastTrack is an app developed by Trueson, designed to optimize the preparation of Multichannel Cycle Plans in Veeva CRM. The app is available on Salesforce AppExchange.

HOW DOES IT IMPROVE THE VEEVA CRM STANDARD PROCESS?

  • Mass assign Targets and Channel/Product Goals by segment to multiple Cycle Plans all at once
  • Clone Cycles and Cycle Plans​, with or without Targets and Goals, resetting the period and renaming
  • Review and edit Goals by Target and Channel, highlighting changes​
  • Automatic (re)calculation of Cycle Plan Interactions​
  • No preparation of load files, but manage the entire process within Veeva CRM

BUSINESS SCENARIOS SUPPORTED

  • Monthly, Quarterly, Biannual or Annual Cycles (or any variation) and updates to segmentation data: Clone complete Cycles with Cycle Plans, Targets and Goals included and finetune where needed. Or Mass-assign Targets and Goals with the latest segmentation data.
  • Local Admins assign Targets and Goals, or Reps assign these themselves: Set Targets and Goals online, leveraging your custom Account and Product Metrics fields, review online with relevant Product Metrics data visible, or on iPad.

WHAT ARE THE KEY BENEFITS?

  • Speed: significantly reduces workload to prepare Cycle Plans, setup in hours instead of days or weeks
  • Simplicity: a complete workflow to setup, clone and mass assign targets and goals
  • Reliability: reduces the risk of errors by automating processes, no more load files to prepare
  • Integrated: designed for Veeva CRM, leverages Veeva objects and processes, Accounts custom fields, and Product Metrics 
  • Validated: successfully passed Salesforce’s Security Review, no additional IT security validation needed

DOES TRUESON PROVIDE END-TO-END SUPPORT?

Yes. Trueson business consultants are available to advise you on multichannel planning and execution, to configure and implement the app, to train your local admins, and to support the business with the preparation of Multichannel Cycle Plans.

USING THE APP

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